Jerry Fuller is a CFP®-certified financial advisor with Ameriprise in Kansas City, MO, and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Shawn Etzenhouser is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of America, Merrill, and CommunityAmerica Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Jacob Wedekind is a financial advisor with Thrivent Investment Management in Liberty, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner and manager of two LLCs that hold and manage investment real estate properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation without including implementation. The firm emphasizes goal-based planning combined with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Sean Harman is a financial advisor with Raymond James Financial in Kansas City, MO, holding the CFP® and Series 63 designations and bringing 25 years of industry experience. His prior work includes seven years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2017. He maintains active business entities related to his prior practice names but devotes minimal time to them. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Aaron Hill is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles across education and service sectors prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.

Brec Ensminger is a Series 66–registered financial advisor with Edward Jones in Platte City, MO, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a brief interruption in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Stephanie Green is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. She is president and co-owner of Spencer Financial Services, Inc., and holds additional roles as a financial professional with Purpose Planning and Mont Wealth. Green is also involved in nonprofit work as president-elect and finance committee member of the Liberty Hospital Foundation and serves on the board of the Earnest Shepherd Memorial Youth Center. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering access to diverse investment strategies and third-party managers.

Ethan Holloway is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked concurrently at Holloway Harman & Associates since 2018, serving as an employee there. Prior to that, he was employed at Harding University from 2014 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Holloway is a CFP®-designated financial advisor with 29 years of industry experience, currently with Raymond James Financial in Kansas City, MO. His work history includes positions at Wells Fargo Advisors Financial Network LLC and multiple roles within Raymond James since 2017. Outside of his advisor role, Holloway is involved in owner and managerial positions at Holloway Harman & Associates and Holloway & Harman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ryan Springer is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Springer has been with Edward Jones since 1998. Outside of his advisory role, he serves as an advisory board member for The National Golf Club of Kansas City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Keith Cash is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. and Commerce Bank for nine years before joining Central Trust Bank and LPL Financial in 2019. Outside of his advisory work, he serves as an ambassador for the Kansas City Chiefs, participating in autograph signings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Paul Newland is a financial advisor with LPL Financial in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he occasionally performs as a professional musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Stephanie Ramirez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for nine years at North Kansas City Hospital and its Acute Rehab Unit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Todd Barr is a financial advisor with LPL Financial in Kansas City, MO, holding the Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, Barr occasionally provides legal services, representing clients for traffic violations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Svoboda is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, his background includes roles at Home Depot, Truman State University, Meierottos Jewelers, Hy-Vee, and North Kansas City Schools District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining the separation of these services.

Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.